7 publishers · first seen Wed, 28 Oct 2026 21:34 UTC · updated Sun, 01 Nov 2026 05:58 UTC
Microsoft recorded $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended September 30, 2026, representing nearly 11% of its total quarterly revenue. This includes revenue-sharing payments and OpenAI's spending on Azure, though the breakdown is not specified. Microsoft reported $7.2 billion in receivables from OpenAI at the end of September, up from $6.0 billion in June, and disclosed that its ownership stake in OpenAI declined to 24% from 25% in June.
The financial ties remain strong despite a loosening of the partnership: in October 2025, Microsoft gave up its right of first refusal on OpenAI’s computing capacity, and an April 2026 agreement allowed OpenAI to use other cloud providers. OpenAI remains committed to purchasing $250 billion in Azure services and will continue sharing revenue with Microsoft through 2030, subject to a cap. For the full 2026 fiscal year, Microsoft recorded $24.1 billion in revenue from OpenAI.
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